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Disclosery

Kore Private Wealth LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kore Private Wealth LLC on IWM, newest first. How the timeline and the estimate are built.

Kore Private Wealth LLC held 2,885 IWM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 2,885 shares
    Change vs previous 13F +1,085 shares

    0.09% of the 13F portfolio, value $476,000.

    13F-HR 0001762776-22-000006 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F/A 1,800 shares
    Change vs previous 13F -782 shares

    0.05% of the 13F portfolio, value $305,000.

    13F-HR/A 0001762776-22-000005 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 2,582 shares
    Change vs previous 13F +889 shares

    0.07% of the 13F portfolio, value $530,000.

    13F-HR 0001762776-22-000003 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F/A 1,693 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $377,000.

    13F-HR/A 0001762776-22-000002 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 1,716 shares
    Change vs previous 13F -18,992 shares

    0.04% of the 13F portfolio, value $375,000.

    13F-HR 0001762776-21-000004 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 20,708 shares
    Change vs previous 13F -59 shares

    0.53% of the 13F portfolio, value $4,750,000.

    13F-HR 0001762776-21-000003 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 20,767 shares
    Change vs previous 13F +272 shares

    0.62% of the 13F portfolio, value $4,588,000.

    13F-HR 0001762776-21-000002 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 20,495 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,018,000.

    13F-HR 0001762776-21-000001 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).